Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51590.4 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48391.34 Kr¶
PnL: ---------------------------------------> -696.23 Kr¶
DD now: ---------------------------------> -0.681 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 14:26:58.414805'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.160000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | -1.790000 | 768.000000 | 95.000000 | 14.120000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.390000 | 3521.180000 | 67.180000 | 1.940000 | 3453.999992 |
| HEBA B | 70 | -0.770000 | 2702.000000 | 66.000000 | 2.500000 | 2636.000010 |
| SAAB B | 8 | -0.160000 | 3421.600000 | 44.600000 | 1.320000 | 3377.000000 |
| MedCap | 2 | 0.220000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| AcadeMedia | 12 | 0.730000 | 598.800000 | 41.800000 | 7.500000 | 557.000004 |
| Swedbank A | 3 | 1.880000 | 602.100000 | 38.100000 | 6.760000 | 564.000000 |
| Resurs Holding | 22 | 0.330000 | 610.940000 | 36.940000 | 6.440000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.130000 | 383.600000 | 28.600000 | 8.060000 | 355.000000 |
| Norva24 Group | 16 | 1.040000 | 560.960000 | 17.960000 | 3.310000 | 543.000000 |
| Fasadgruppen Group | 38 | 1.110000 | 4157.200000 | 16.200000 | 0.390000 | 4140.999992 |
| Intrum | 4 | 0.670000 | 543.000000 | 16.000000 | 3.040000 | 527.000000 |
| Eastnine | 4 | -0.320000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| OEM International B | 7 | -2.040000 | 537.600000 | 9.600000 | 1.820000 | 527.999997 |
| Karnov Group | 9 | 0.330000 | 545.400000 | 9.400000 | 1.750000 | 536.000004 |
| Securitas B | 6 | -1.200000 | 572.160000 | 2.160000 | 0.380000 | 570.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.100000 | 246.960000 | 0.960000 | 0.390000 | 246.000000 |
| Creaspac SPAC | 6 | -0.410000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.370000 | 562.800000 | 0.800000 | 0.140000 | 562.000005 |
| Corem Property Group B | 59 | -0.810000 | 576.730000 | -0.270000 | -0.050000 | 576.999999 |
| Handelsbanken A | 5 | 0.370000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 531.200000 | -0.800000 | -0.150000 | 532.000000 |
| Midsona B | 63 | -3.390000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Boozt | 12 | -0.730000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.090000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| Essity B | 2 | -0.910000 | 545.000000 | -29.000000 | -5.050000 | 574.000000 |
| CTEK | 13 | -1.980000 | 496.470000 | -37.530000 | -7.030000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.330000 | 551.500000 | -43.070000 | -7.240000 | 594.565215 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | -2.410000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.780000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | -0.990000 | 1764.400000 | -224.600000 | -11.290000 | 1989.000002 |
| Axfood | 15 | 0.330000 | 4059.000000 | -241.000000 | -5.600000 | 4300.000005 |
| Ovzon | 64 | -2.220000 | 3379.200000 | -616.800000 | -15.440000 | 3996.000000 |
| TOTAL | 48382.680000 | -704.890000 | -0.69813% | 49087.564636 |
Updated:¶
'2023-01-31 14:26:07.972354'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
